Plan Snapshot
- Plan Sponsor: Stan Clark Companies, INC.
- Sponsor EIN: 731422060
- Sponsor Address: 516 W. ELM STREET, STILLWATER, OK, 74074
- Plan Type: 401(k)
- Total Participants: 164
- Total Assets: $8.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 164 | $8.9M | $96,747 | $318,053 |
| 2023 | 164 | $7.5M | $98,648 | $343,461 |
| 2022 | 154 | $6.1M | $93,099 | $327,525 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PARALLEL ADVISORS, LLC | Investment Advisor | $6,000 | — | $6,000 |
| PENSION SOLUTIONS, INC. | Recordkeeper | $5,945 | — | $5,945 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,945
- Estimated Expense Ratio: 0.134% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $37,640 | $31,695 | $5,945 | — | — |
| 2023 | $52,858 | $24,000 | $9,839 | — | — |
| 2022 | $54,496 | $44,732 | $9,764 | — | — |